PIA
VDE icon

Panoramic Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Panoramic Investment Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Buy
2,905
+14
+0.5% +$2.12K 0.27% 77
2025
Q4 		$364K Buy
2,891
+20
+0.7% +$2.51K 0.2% 85
2025
Q3 		$361K Buy
2,871
+18
+0.6% +$2.22K 0.2% 83
2025
Q2 		$340K Buy
2,853
+19
+0.7% +$2.21K 0.21% 84
2025
Q1 		$368K Buy
2,834
+18
+0.6% +$2.27K 0.25% 78
2024
Q4 		$342K Buy
2,816
+39
+1% +$4.97K 0.22% 79
2024
Q3 		$340K Buy
+2,777
New +$347K 0.24% 85
2024
Q1 		$374K Buy
2,837
+21
+0.7% +$2.52K 0.28% 74
2023
Q4 		$330K Sell
2,816
-365
-11% -$43.8K 0.29% 70
2023
Q3 		$403K Buy
+3,181
New +$389K 0.37% 62
2022
Q4 		$380K Buy
+3,132
New +$381K 0.39% 60

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Panoramic Investment Advisors's VDE Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Energy ETF (VDE) stake by 0.48% in Q1 2026, buying an estimated $2.12K and bringing the position to 2,905 shares worth $503K. The position accounts for 0.27% of the portfolio, ranked #77.

Panoramic Investment Advisors first reported a position in VDE in Q4 2022 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Panoramic Investment Advisors held 2,905 shares of Vanguard Energy ETF worth $503K as of Q1 2026.
  • Panoramic Investment Advisors bought 14 Vanguard Energy ETF shares in Q1 2026, an estimated $2.12K.
  • Vanguard Energy ETF made up 0.27% of Panoramic Investment Advisors's portfolio in Q1 2026, its #77 holding.
  • Panoramic Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 11 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.